Advanced

Advanced field options

Auto-format SharePoint lookup field values: If you are migrating to a column that is a choice list, you must select this box to ensure that the formatting is done correctly to add the value.

Auto-format SharePoint-managed metadata field values: The term store utilizes GUIDs to control and identify term groups, and sets corresponding individual terms. If you select this box, PSIcapture automatically formats the terms you add. You must map the terms to a managed metadata field.

Auto-create missing managed metadata field terms: If you select this box, if a PSIcapture field has a term that does not match or map to a pre-existing term in the term store, PSIcapture automatically creates the term. PSIcapture can create entire taxonomies based on collected information during the capture process.

Handle SharePoint short field name encoding: If you select this box, if a PSIcapture field has a term that does not match or map to a pre-existing term in the term store, PSIcapture also incorporates the short field name encoding of Sharepoint. See the Microsoft documentation site for SharePoint naming guidelines.

User list search field: Used when populating user fields. Data in the Capture field must match data in the selected field in the SharePoint user list. Specify the type of user data from the options below:

  • Default (Display field specified for User field)

  • Account

  • Name

  • ID

  • Username

  • Email Address

Populate fields mapped to library fields on: Used when populating fields mapped to library fields. Specify when PSIcapture populates the mapped library fields based on the following separation types:

  • Folders

  • Document sets

  • Documents

Single page output options

Single page output options are only used if single page output is selected in the image file options on the General tab.

Naming option: Select the format by which the files are named.

External application options

To execute another Windows application as a part of this migration, you must configure the following:

Application: Select the Windows executable to launch.

Arguments: Supply any command line arguments, if any. These are supplied by the executable developer.

Launch timing: You can select from the following timing options to launch the executable:

  • Launch application after each batch is migrated.

  • Launch application after all selected batches are migrated.

Wait for application to complete: PSIcapture waits for the application to complete its actions before continuing the workflow.

  • Maximum wait time (minutes): Specify how long PSIcapture waits for the application to complete its actions before proceeding with the workflow.